William R. Hough & Co., Inc (St Petersburg)

William R. Hough & Co., Inc is a large advisory firm based in St Petersburg. It manages $298.64 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 11 other states.

William R. Hough & Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

William R. Hough & Co.: assets under management

The assets under management (AUM) of William R. Hough & Co., Inc is $298.64 million. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $288 million in discretionary accounts and $10.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.82 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $231.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay William R. Hough & Co., Inc for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at William R. Hough & Co., Inc

William Robb Hough has been acting as President since 1 Apr 1994. William Robb Jr Hough joined the executive team most recently as the President/Chairman Of The Board.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John William Waechter	Evp, director, treasurer, chief financial officer, chief compliance officer	1 Jan 1983	Other	845149
Bonnie Germain Bertolino	Vp, chief legal officer & secretary	1 Jun 1992	Other	2256161
William Robb Hough	Chairman/director	1 Apr 1994	25% - 50%	250845
William Robb Jr Hough	President/director	1 Apr 1994	Other	1452773
Helen Hough Feinberg	Svp/director	1 Apr 1994	Other	1329829
Scott George Johnston	Director	1 Jan 2000	Other	869308
William Robb Hough	Honorary	1 May 2001	25% - 50%	250845
William Robb Jr Hough	President/chairman of the board	1 May 2001	Other	1452773
Loren Dale Carlson	Director/senior vice president	1 May 2001	Other	732744

Based in St Petersburg

The principal office where William R. Hough & Co., Inc performs its advisory services is located at 100 Second Ave South, Suite 800, St Petersburg, FL 33701 The mailing address of the firm is P.O. Drawer 1051, St. Petersburg, FL 33731. An additional office of the firm is in Dallas, TX. The firm also has an office outside of the United States.